GSI Flow Chart

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Calculate Commissions

GSI Exchange: How We make Money

Asset Exchange Purchase

Task: Get a list of inventory for Asset Exchange to GSI Shipping team to arrange for Boxing Instructions and Shipping Labels

Task: Schedule Fedex via BME - Contact Client to confirm a 4-5 hour window that Fedex can stop by to pick up inventory [8am-1pm or 1pm-5pm]

Task: Forward GSI/BME Fedex shipping label(s) to client to affix to boxes

Fed Ex Picks up and delivers to BME/GSI

EVENT - Metals In: BME/UCG provides Asset Exchange value on received assets

Task: Provide client a purchase order on assets used for Asset Exchange

Asset Exchange Transaction Booked Through Websites Woocommerce Cart

IRA Purchase

Task: Start an IRA Quick App and decide how client wants assets stored (Home Storage or Vaulted Storage)

Vaulted Storage

Send to Danielle or David For Expedited IRA Processing

Danielle Sends Docusign forms for client signature [Request DL and Current Stmt]

Signed Documents Are Sent to Custodian for Account Creation [DL and Stmt included]

Task: Notify Client of New Account Number and Pending Transfer

EVENT: Check Portal. Custodian Notifies US That Money HAS Arrived!

Task: Notify Client and Contact Owner of Available Amount After Fees

IRA Transaction Booked Through Websites Woocommerce Cart

Task: Send Client Invoice and Investment Direction for signature. Then send to Custodian.

BME moves metals to clients IRA Account. Then BME sends us the tracking info.

Task: Add Transfer Info to InfusionSoft: Event Info and Note: Admin Send Shipping Info

Task: Notify Client Of Payment Received

Cash Purchase

Transaction Booked Through Websites Woocommerce Cart/ Payment Option Selected (Wire,Check or CC)

Check

Check received Email Notification from 4440 PGA Suite 600 Blvd Email

Wire

Wire Received at Synovus

Task: Notify Client Payment Has Been Received

BME drop ships with our invoice. Then BME sends us the tracking info.

Task: Add Shipping info to InfusionSoft: Event Info and Note: Admin Send Shipping Info